Support Tax Managers and Partners in the day-to-day management of client portfolio ... Take responsibility for overall engagement planning and job administration Keep management informed on the progress... of important engagement and client relationship issues A...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on their...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
leveraging their expertise in accounting and taxation to deliver comprehensive tax compliance and consulting services to Investment Management clients. Key responsibilities... include: - Managing accounts daily by providing tax consulting services to clients and involving specialists when necessary. - Conducting high-level tax...
accounting and taxation to provide tax compliance and consulting services to Investment Management clients. The primary... responsibilities include: - Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detail-level reviews of tax research, regulated investme...
compliance services to a diverse clientele in the investment management sector. Your role... will involve: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, with a focus on multistate tax issues. -...
retain top leadership talent. - Draft and advise on executive compensation matters, including employment agreements, offer letters for investment professionals and senior management,... long-term incentive compensation, and... deferred compensation. - Assist with non-compete structure and documentation. - Monitor and advise on evolving legal,...
projects for multi-state alternative investment clients, including hedge funds,... of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax returns. - Build...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The role of the STS Expatriate Services Experienced Manager encompasses a wide array of responsibilities primarily focused on assisting clients with international assignment structuring and ensuring compliance with tax obligations. Key duties include: -...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves: - Supporting renewable energy client engagements and...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, you will engage in various tax engagements, providing state and local property tax planning, consulting, and compliance services to a diverse client...
Title: Manager, Business Incentives Group Job Responsibilities: Research: - Identifies situations requiring research and conducts investigations on identified topics. - Confirms accuracy of facts and sources where necessary. - Prepares studies of tax implications and outlines alternative courses of action for clients. - Composes research memos...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: - Provide... support for Company's Wealth Management's investment advisory business. - Offer... legal... trading, best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures,... conflicts of interest, and cash solicitat...
Job Title: Alternative Investment & Private Markets Attorney Job... Responsibilities: The Alternative Investment & Private Markets Attorney... will join Company’s Wealth Management Legal and Compliance Division... businesses, focusing on alternative investment funds and private securities... transactions. The attorney will analyze, review,...
Title: Benefits Lawyer, Executive Director Job Responsibilities: The Benefits Lawyer will serve as lead counsel advising on all US retirement, health, and welfare benefit plan matters. Key responsibilities include: - Reviewing, analyzing, and drafting decision letters for 401(k), pension, and health and welfare...
Collaborate with teams of investment professionals to provide clients... and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely with Financial Advisors to build relationships with ultra-high-net-worth...
Title: Senior Legal Counsel Job Responsibilities: - Support the Associate General Counsel in advising and supporting a wide range of legal matters across global business units with a focus on: - Assisting product teams in the design and implementation of new products...
Title: Corporate Legal & Compliance Summer Intern Job Responsibilities: - Research and develop summaries or presentations on evolving insurance topics, such as artificial intelligence. - Analyze current policy language on specific issues, including state cancellation and nonrenewal requirements, and identify potential updates to...
Summer Analyst - Asset Management Division Experience: Pursuing a... Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation to...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current...
an existing book of business. - Consult and coordinate comprehensive wealth management strategies for individuals, business... owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by the company. - W...
Title: Asset & Wealth Management - Renewable Energy Tax... the Asset & Wealth Management sector with a focus... on Renewable Energy Tax, you will be part of a team dedicated to solving complex business issues related to tax compliance and...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
projects for multi-state alternative investment clients, including hedge funds,... Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax re...
Title: Tax Senior Manager - Business Tax Advisory Job Responsibilities: - Identify and implement tax planning opportunities to optimize client outcomes. - Conduct business tax advisory reviews of tax compliance and planning memos to ensure accuracy and compliance with regulations. - Author topical articles...
planning-based standard of identity. - Facilitate the financial planning process by discovering a client’s values, goals, and objectives, understanding their current financial situation, and engaging them in the planning process. - Prepare and conduct annual reviews covering both planning and investment topi...
Title: Manager, Business Incentives Group Job Responsibilities: A Tax Manager in the Business Incentives Group (BIG) within the Specialized Tax Services (STS) business is tasked with assisting clients in identifying, documenting, and supporting tax positions relevant to this specialty area of...
Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Assistant General Counsel (Pro Builder) Job Responsibilities: The Assistant General Counsel will provide comprehensive legal support for the Pro Builder business of the company, which involves the sale and installation of home appliances and other products in new home and...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities include: - Providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities...
projects for multi-state alternative investment clients, including hedge funds,... estate. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. -... Review tax calculations and information presented on state income tax retu...
of business. - Consults and coordinates on delivering solutions for a comprehensive wealth management strategy for individuals, business... owners, and/or families. - Leads the client relationship team and ensures clients have access to all resources and solutions of the company. Colla...